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Private Wealth Relationship Manager - SVP / Director

Location
Hong Kong
Job Type
Permanent
Posted
8 Sep 2022

Responsibilities:

  • To develop a strong client base of High Net Wealth clients through company's client base and your own network
  • Closely monitor clients' portfolios and formulate appropriate solutions to meet the client's investment needs and expectations
  • Collaborate with Investment Consultant and Product Team to understand the needs of the clients and the most updated product information
  • Comply fully with all regulatory bodies, making sure all KYC/AML rules and regulations are well applied during and after client onboarding.

Requirements

  • Degree holder in Business Administration or related disciplines
  • Minimum 5 years experiences in the private wealth industry
  • Holder of SFC license for Types 1, 4 regulated activity
  • Good knowledge in insurance products, bonds, funds and other wealth management products;
  • Good command of written and spoken English and Cantonese and Putonghua

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Details

  • Job Reference: 707120283-2
  • Date Posted: 8 September 2022
  • Recruiter: ambition
  • Location: Hong Kong
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent